Gerber Kawasaki Wealth & Investment Management J P Morgan Diversified Return Transaction History
Gerber Kawasaki Wealth & Investment Management
- $1.83 Billion
- Q1 2024
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 180,373 shares of JPSE stock, worth $7.85 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
180,373
Previous 182,836
1.35%
Holding current value
$7.85 Million
Previous $8.06 Million
1.2%
% of portfolio
0.44%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding JPSE
# of Institutions
92Shares Held
6.89MCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL823KShares$35.8 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC778KShares$33.9 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A6557KShares$24.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC498KShares$21.7 Million0.0% of portfolio
-
Capital Advisors Wealth Management, LLC424KShares$18.4 Million3.98% of portfolio